In this all important subject five leading experts define and discuss anosognosia. The course covers anosognosia, self-neglect, confabulation, brain storms, range of ability and much more. Session 1: Shadi Gholizadeh, PhD, MSc, MPH, CMC Director of Memory Care Programs, TheKey (10am-10:30am) Objective 1: Define and discuss anosognosia;Objective 2: Define and discuss confabulation;Objective 3: Discuss the relationship […]
AB 1194’s Impact on Professional Fiduciaries Serving as Guardian or Conservator 11:45 am – Presentation, “To be or not to be a Guardian or Conservator”
This presentation will examine how the fiduciary can successfully, neutrally navigate among litigious factions in trust, probate and conservatorship administrations and include a discussion of real-world examples of successful and unsuccessful applications of these principles. Breslin v. Breslin (2021) 62 Cal.App.5th 801 –New Guidance for Serving as the Neutral Fiduciary in Litigious Conservatorship, Trust and […]
Tips and ideas for helping clients through the holidays…those who suffer from mental illness, depression, memory loss, or other physical or mental disability
Ms. Symonds will present and explain the importance of modern technological devices that can be lifesaving when locating a wandering client.
Resolving family disputes. An overview of family conflict. Skills for fiduciaries finding themselves in a family dispute situation, and involving a mediator.
Presentation by the County Clerk regarding the 2022 Changes
Speakers Mary DeLeo, Esq. and Danielle Diebert, Esq. will discuss the recent and proposed developments in Conservatorship Law
In-depth discussion of the impactful changes to the Real Estate Purchase Agreement as a result of the Probate Purchase Agreement being eliminated. Overview of the new Real Estate Purchase Agreement effective 12/14/21. Highlights of the steps needed to cure the omissions that don’t protect the Estate or Conservatorship in the new contract. The 13 recommended […]
Contra Costa County Deputy District Attorney Mary Knox will provide an overview of investigative and charging processes for elder abuse crimes in Contra Costa County. Ms. Know will highlight her office’s elder abuse investigative and prevention system.